Brass Tax Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
3,777
+14
| +0.4% | +$1.65K | 0.09% | 121 |
|
|
2025
Q1 | $459K | Buy |
3,763
+325
| +9% | +$39.6K | 0.1% | 107 |
|
|
2024
Q4 | $370K | Buy |
3,438
+17
| +0.5% | +$1.83K | 0.08% | 121 |
|
|
2024
Q3 | $394K | Buy |
3,421
+678
| +25% | +$78.2K | 0.08% | 110 |
|
|
2024
Q2 | $275K | Buy |
2,743
+12
| +0.4% | +$1.2K | 0.12% | 103 |
|
|
2024
Q1 | $264K | Buy |
+2,731
| New | +$264K | 0.14% | 90 |
|